Senior CTS Quality Consultant

Job Family

Customer & Business Quality Assurance

Who We Are

 

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

Handle a wide variety of audit processes related to the transition of new client business to Transamerica. Provide support in the areas of audit analysis, audit corrections, audit efficiencies, report development, and special projects. Communicate with Client Transition Services (CTS) staff to understand needs and provide effective consultation, error avoidance, and procedures.

Job Description

Responsibilities

• Provide quality support to CTS by running and analyzing new case audits, including but not limited to balances, allocations, default analysis, etc.

• Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.

• Create plan level conversion reconciliations; identify discrepancies and collaborate with the Transition team and Accounting for resolution.

• Support special projects, such as providing technical direction and running ad hoc reports in AQT.  

• Identify ways to improve effectiveness, efficiency and “value added” for internal and external customers.

• Develop and implement processes for mitigation of future issues and management of customer expectations.

• Train team members and members of the conversion team on the CTS audit procedures.

• Serve as a subject matter expert to management and internal teams on best practices.

Qualifications

• Bachelor’s degree in a business field or equivalent experience

• Five years of financial services experience

• Strong understanding of defined benefit/defined contribution, or relevant financial operations

• Experience and understanding of installation processes and plan administration

• Knowledge and understanding of fund trading and the relationship between plan assets and system balances

• Analytical and problem-solving skill to perform internal auditing procedures

• Organizational and time-management skills to work on multiple assignments through to completion

• Written and oral communication skills to convey technical information/analysis results

• Basic accounting skills

• Advanced skills in MS Excel

Preferred Qualifications

• Pension plan conversion experience

• Experience with AQT and/or SharePoint

Working Conditions

• Work from Home/Remote

What We Offer  

 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of